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Intuit

2,180 hedge funds and large institutions have $160B invested in Intuit in 2025 Q3 according to their latest regulatory filings, with 212 funds opening new positions, 930 increasing their positions, 718 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

1.33% less ownership

Funds ownership: 85.55%84.22% (-1.3%)

15% less capital invested

Capital invested by funds: $188B → $160B (-$27.4B)

42% less funds holding in top 10

Funds holding in top 10: 9555 (-40)

Holders
2,180
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.33B
Puts
$3.58B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
1701
Sage Rhino Capital
California
$308K
MAA
1702
Matrix Asset Advisors
New York
$308K
VAF
1703
Values Added Financial
District of Columbia
$307K
CAL
1704
Capital Analysts LLC
Pennsylvania
$307K
MFA
1705
McClarren Financial Advisors
Pennsylvania
$307K
BMC
1706
Benin Management Corp
Connecticut
$307K
LI
1707
LRI Investments
Florida
$306K
SFG
1708
Synergy Financial Group
California
$306K
BWS
1709
Broadway Wealth Solutions
Texas
$305K
AHL
1710
Abel Hall LLC
Louisiana
$305K
AWM
1711
Arista Wealth Management
Nevada
$305K
EFP
1712
Elser Financial Planning
Indiana
$304K
CP
1713
CenterBook Partners
Connecticut
$304K
JC
1714
JB Capital
Connecticut
$304K
BWP
1715
Balboa Wealth Partners
Arizona
$303K
AWA
1716
Arete Wealth Advisors
Illinois
$302K
EWS
1717
Eagle Wealth Strategies
New Jersey
$302K
PWP
1718
Perfromance Wealth Partners
Illinois
$301K
SWA
1719
Sax Wealth Advisors
New Jersey
$299K
LA
1720
Legacy Advisors
Pennsylvania
$297K
CP
1721
Canopy Partners
Ohio
$296K
FWP
1722
FAS Wealth Partners
Kansas
$296K
SSC
1723
Syverson Strege & Co
Iowa
$296K
CAM
1724
Concorde Asset Management
Michigan
$296K
PPWM
1725
Paragon Private Wealth Management
Kentucky
$295K